Integrate Copper with Calley
Send information between Copper and Calley automatically, without writing any code, using Zoho Flow.
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Create a contact in Calley each time a contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Calley every time a contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Create a contact in Calley each time a contact is created in Copper
Copper + Calley
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Supported triggers and actions
Integrate Copper and Calley using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
Add or update contact
Adds a new contact or updates the details of an existing contact
What is Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Toto
Technical Engineer, Master Liveaboards
